# Recurly MCP

> Recurly MCP connects your AI agent directly to your subscription billing system. It lets you manage customer accounts, process invoices, adjust subscriptions, and look up payment history without ever leaving your chat interface. Treat your AI like a dedicated Revenue Operations assistant that handles the complex math of recurring revenue.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** recurring-revenue, subscription-management, invoicing, revenue-operations, customer-billing, financial-data

## Description

You can give your conversational AI agent full control over your billing infrastructure. Instead of opening separate vendor consoles to check on payments or modify customer details, your agent performs those actions directly within the conversation flow. It reads payment records, checks current subscription status, and even helps you create a new account if needed.

Need to adjust a plan? You can easily read out all available catalog plans or update a client's active subscription state—like pausing it or reactivating it. If you need to verify payment success, the agent pulls up historical generated invoices immediately. This capability turns your AI into a powerful tool for Finance and Support teams alike.

Getting this connectivity is simple through Vinkius; once connected, your agent accesses all these billing functions at once. Whether you're pulling revenue analytics or just verifying if an invoice was paid last week, the data comes straight out to you.

## Tools

### cancel_subscription
This tool permanently stops an active subscription's billing cycle.

### create_account
It generates a brand new customer account using specified code, email, and name.

### create_subscription
This tool sets up a new billing mandate for an existing or newly created account.

### get_account_details
You retrieve all the core details and status information for one specific customer account.

### get_subscription_details
It pulls up comprehensive data regarding a single, active subscription plan.

### list_accounts
This function provides an overview of every customer account managed within Recurly.

### list_catalog_plans
It lists all the available subscription plans that can be purchased through your product catalog.

### list_invoices
This tool retrieves a list of historical invoices to verify payment status or amounts.

### list_subscriptions
The AI lists all current and past subscriptions managed within the system.

### reactivate_subscription
It restores a subscription that was previously canceled or allowed to expire.

## Prompt Examples

**Prompt:** 
```
List the last 5 invoices generated in our account.
```

**Response:** 
```
I executed `list_invoices` restricted to 5 items. The returned set includes invoice IN_UUID_1012 ($59.00 - Paid) and IN_UUID_1013 ($199.00 - Pending).
```

**Prompt:** 
```
Cancel the subscription with ID 'sub_39xjd82kw0'.
```

**Response:** 
```
Running the `cancel_subscription` tool. The subscription 'sub_39xjd82kw0' has been set to cancel. It will not renew at the end of the current billing cycle.
```

**Prompt:** 
```
Retrieve the billing details for account code 'cus_alpha_92'.
```

**Response:** 
```
I invoked `get_account_details` for 'cus_alpha_92'. The account corresponds to 'Alpha Corp'. It currently has an active subscription to the 'Enterprise Tier' and zero past due payments.
```

## Capabilities

### View and manage customer records
The AI can list every existing account in your system or pull detailed billing profiles for a specific client.

### Handle subscription lifecycles
You can read the current status of any subscription, enroll users on new plans, reactivate old ones, or permanently cancel services.

### Review payment history and invoices
The agent retrieves lists of generated invoices to confirm successful payments or check for missing records.

### Establish new customer accounts
It handles the creation of entirely new billing profiles, specifying the name, email, and account code up front.

### Check current product offerings
The system lists all active catalog plans and available subscription models for review.

## Use Cases

### Troubleshooting a missed payment
A customer complains about missing charges. The Support Agent asks the AI to execute `list_invoices` for that client. The agent quickly pulls up the invoice details, confirming it was paid last week and providing the transaction ID right in the chat.

### Onboarding a new enterprise client
The RevOps Manager needs to set up a whole account. They first run `list_accounts` just to verify the company doesn't exist, then use `create_account`, and finally call `create_subscription` with the correct plan ID.

### Auditing subscription status
The Finance team needs a snapshot of all current recurring revenue streams. They ask the AI to run `list_subscriptions` across the entire base, getting an instant list that flags any expired or paused mandates.

### Restoring a lapsed service
A client accidentally canceled their account months ago. The agent uses `get_account_details` to confirm everything is fine and then runs `reactivate_subscription`, sending the confirmation directly to the user.

## Benefits

- No more context switching. You can check account details or list invoices right alongside your chat, skipping the need to open multiple tabs.
- Handle billing changes instantly. Tools like `cancel_subscription` and `reactivate_subscription` let you adjust a client's status mid-conversation without human intervention.
- Support staff gain immediate access to data. Instead of guessing if a payment went through, the agent uses `list_invoices` to confirm successful payments quickly.
- Onboarding new clients is faster. You can use `create_account` and then immediately follow up with `create_subscription`—all in one chat session.
- Always know what's available. By using `list_catalog_plans`, your agent keeps you updated on all current product offerings, so there's no guesswork.

## How It Works

The bottom line is that you get full billing control inside your chat interface without needing to switch tabs or log into separate dashboards.

1. Add the Recurly MCP to your authorized module list.
2. Configure the connection using your specific Recurly subdomain and Private API Key within Vinkius.
3. Talk naturally with your AI agent to process operations, like canceling a subscription or querying for an invoice.

## Frequently Asked Questions

**How do I list all customer accounts using the Recurly MCP?**
You use the `list_accounts` tool to get a comprehensive directory of every account in your system. This provides an immediate overview so you know exactly who is connected.

**Can I check if a payment was successful with Recurly MCP?**
Yes, run `list_invoices`. This tool retrieves all generated invoices, letting you confirm the status (Paid, Pending) and amount for any billing cycle.

**What is the best way to update a client's plan using Recurly MCP?**
You first need to use `get_account_details` to verify their current profile. Then, you can run `create_subscription`, specifying the new plan ID and setting up the updated billing mandate.

**Do I have to manually cancel a subscription after using Recurly MCP?**
No. You simply ask your agent to execute `cancel_subscription` with the specific subscription ID, and it handles the irreversible change for you.

**Can I use Recurly MCP to find out what plans are available?**
Yes, running `list_catalog_plans` pulls every active billing model from your product catalog. This is useful if you need to suggest a new plan to a client.